After taking Oncontact CRM software for a test drive, we were convinced it was a top contact management software option. It earns our TopTenREVIEWS Silver Award because of its unique design and superior features. In addition to the convenient tools it gives you for organizing and communicating with your contacts, Oncontact also supplies necessary sales and marketing tools and flaunts user-friendly navigation. Oncontact CRM software provides all of the attractive features companies today are looking for.
You and your company can purchase hosted contact management software that can be accessed anywhere you have an internet connection or you can purchase on-premise contact management software which is desktop accessible only. Each option provides the same tools and basic design; however, with the hosted contact management software you can access your CRM software and all data via a computer or mobile phone, anywhere you have internet access.
Whichever option you select, your CRM software will automatically sync to additional locations or users on your account. If you have the web-hosted CRM solution the data you enter into the contacts manager will be saved and will be accessible from other locations. The on-premise CRM solution automatically syncs all company users and information to the designated account where it can then be accessed by those with the proper privileges. Both of these contact management software options provide an excellent solution for efficiency in the workplace; sharing contact data, sales and marketing updates and reports with everyone on the account in real time.
Oncontact integrates Microsoft Outlook into its system and allows you to send email directly from the CRM software. It has a plethora of office tools including a calendar which is also integrated with Outlook and automated letterheads and mailing labels.
The CRM software will hold an unlimited number of clients with contact information for each. You have the opportunity to link social networking pages, company websites and maps with driving directions. Each contact in the CRM software will also have a history of each interaction you had with them; for example, every email, phone call, letter or meeting you have will be logged in the CRM system. On each interaction there is a space provided to log the date, time, type, result, representative who made contact and who they contacted. Each piece of information can be attached to a group or to a single individual.
Oncontact provides a number of sales and marketing tools that will assist your sales department in handling day to day business. This particular contact management software allows you to create and manage different campaigns through their application. Each stage and details of the campaign are accessible so at anytime users can get an update of expenses and recent activity. The application stores email templates that are used frequently to respond to general inquiries. We were also pleased with the reports that the software generated and other unique tools offered such as customer surveys, predictive modeling tools, and configuration and tracking abilities.
Oncontact provides an excellent design that is easy to use and navigate. At the top of the application window Oncontact provides a menu bar that has clearly labeled icons for users to access different tools through selecting one of the options: Workplace, Marketing, Reports and Knowledge. Clicking on any of these icons will customize the menu bar on the left side of the application window and display a new set of features, tools and options for the user to take advantage of.
As tools and windows are opened, the CRM solution keeps previously viewed information open in a separate tabbed window. The older windows can be accessed through their appropriate tag heading and closed in like manner. Once you are ready to close any of the single windows, simply click on the “X” in the right-hand corner of the tab and it will close the perspective window. We found this layout and design unique to this particular contact management software and we were thrilled with its ease and functionality.
Once a company or single client is selected from the CRM software database their personal information page will be opened in the user interface. A dropdown menu will allow you to access information from one of the following categories: Activities, Opportunity Profile, Notes, Milestones, Sales Orders and Attachments. The CRM solution makes accessing a client’s information very convenient. With the capability to have many windows open at a single time to show information from the dropdown menu, it is easy to click back and forth and be prepared for any meeting or proposal you have set.
We appreciated the ease of the application and the direct results you get from each of the options available, which is why this contact management software scored a perfect 4.0 in the Ease of Use rankings. Without any instruction we were able to select tools and begin using them because of the simplicity of the design and the clear labels Oncontact created for each option.
Before purchasing the contact management software you can access a live or online demo of the application from the Oncontact website. If you select to have a live demo, you will be required to fill out a form with name, contact information and business details. We found that within 24 to 48 business hours an Oncontact representative will contact you regarding your request. For an online demo, you can simply click on the link and the six-minute demo will begin.
This contact management software has a section on their website called, “CRM White Papers.” The CRM White Papers are resources that Oncontact has compiled for you, the user. They currently provide 17 articles that range from topics of “How to Convince Your CEO That CRM Will Improve Your Company’s Revenues” to “What Makes Your Products Special?” You simply select the documents you are interested in, fill out your contact information and wait for a customer support representative to contact you.
You have the opportunity to contact Oncontact via a toll-free telephone number, email or live chat between the hours of 8 a.m.-5 p.m. CST. Each time we contacted their customer support department we were greeted by a representative who was very knowledgeable in the application and was able to answer our questions and guide us accordingly. We were thrilled not only with the options for support but with the speed and quality of the support as well. We provided Oncontact with a perfect score in Help & Support because of the excellent customer support we received each time we contacted them with a question or concern.
For companies that select Oncontact Hosted CRM software, the maintenance fees are included in the monthly charge. All updates can automatically be applied to your account so you can rest assured that you always have the most up-to-date and current version. For companies that select Oncontact On-premise CRM software there is an annual maintenance fee charged per user. We found this fee comparable to other companies offering the same number of features and tools.
Oncontact put up a great deal of competition for the number one ranking. The contact management software has a unique design that takes a little time to understand but once you have it down you have a plethora of tools at your disposal. We found that users enjoyed the layout of this CRM software more than any other. The convenient design allows you to view contact information details as well as activities, notes, opportunities, milestones, sales orders, links or incidents on the same page. We were impressed with Oncontact and found it to be one of the top contact management software choices because of it's abilities, design and tools. We recommend it for any size company looking for a CRM solution.
The design has been created for the user, it is easy to use and very intuitive to the majority of users needs.
Although it offers great tools in the Sales & Marketing area, we were hoping to see a larger variety of options.
This CRM software choice is the winner of the TopTenREVIEWS Silver Award because of its feature strength and design.